UNKNOWN

ADAPTED_NOW

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Columbia Bank

Senior Wealth Advisor

Umpqua Bank

FEED

Columbia Banking System, Inc.

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The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

YEAR

Raymond James Financial Inc

Registered Client Service Associate (Newport Beach, CA)

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FULL_TIME

Over the past decade, our region has earned recognition as the top agency through prestigious awards like the President’s Achievement Award and the Regional Growth Award, which we've received multiple times for being the fastest growing region. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Foster Region - Modern Woodmen of America

Insurance Agent - Training Provided

Check out the varying backgrounds of some of our local leaders: Chad Foster- Regional Director Personal Background: Devoted father of two children, Braden and Collins and husband to his wife Casey; had many business endeavors growing up. Over the past decade, our region has earned recognition as the top agency through prestigious awards like the President’s Achievement Award and the Regional Growth Award, which we've received multiple times for being the fastest growing region.

Foster Region

The ideal candidate brings established relationships with key media outlets, publishers, journalists, producers, influencers, and industry stakeholders, along with expertise in athlete marketing, sponsorship activation, sports business trends, and culturally relevant storytelling that helps brands authentically engage consumers. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company - powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth.

BCW Global

Vice President, Consumer Brand, Sports Portfolio - Burson

Vice President, Consumer Brand, Sports - Burson

Financial Representative Jobs in Santa Ana, CA

Financial Representative Jobs in Santa Ana, CA

Senior Wealth Advisor Columbia Bank

Senior Wealth Advisor Columbia Banking System, Inc.

Registered Client Service Associate (Newport Beach, CA) Raymond James Financial Inc

Insurance Agent - Training Provided Foster Region - Modern Woodmen of America

Insurance Agent - Training Provided Foster Region

Vice President, Consumer Brand, Sports Portfolio - Burson BCW Global

Vice President, Consumer Brand, Sports - Burson BCW Global

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